Blog > Archive by category 'Gold and Resources'

Loading ...
"In the post-Cold War euphoria of the 1990s and early 2000s, the U.S. government sold off almost all of the strategic stockpile material (The Russians sold a lot as well, but not all of it — characteristically.)." — Byron King
by Byron King
Baltimore – (TFN): One of the lessons [...]

Loading ...
"News wires reported several incidences of food-related riots last week. A riot in Haiti or Cameroon is nothing new, but when folks are fighting to get their hands on something to eat in Italy, I get worried. " – Andrew Snyder
By Andrew Snyder
Baltimore (TFN) — We are in the midst of a very scary situation. The [...]

Loading ...
"After naming Merrill Lynch CEO Stan O’Neal (yes, that Stan O’Neal, the one who was forced to step down after revealing $8.4 billion in mortgage writedowns for the investment firm last fall) to its board, Alcoa and Chinese competitor Aluminum Corporation of China, or Chalco, as it’s known, bought a 9% stake (12% [...]

Loading ...
Blogger’s Note: I’ve argued in the past that gold and commodities over the last couple of years have become so equitized that they might as well be counter-cyclical stocks. Or maybe not even counter-cyclical. Because over the past years, the global economic recovery has been fueled by U.S. consumer spending. The more Americans spent, the [...]

Loading ...
"Agriculture is booming and shows no sign of slowing down. But one company is perfectly positioned to capitalize on the agriculture frenzy." — Rick Pendergraft
by Rick Pendergraft
Baltimore – (TFN): If you have been to the grocery store lately, you have noticed that almost everything - from milk [...]

Loading ...
"With the economy convulsing up and down, most investors are wondering if their savings are going to be able to stand the ride. Not wanting to see their net worth destroyed because a national bank made immoral loans for the past five years, they are fleeing towards traditional safe havens. " – Andrew Snyder
By Andrew [...]

Loading ...
"Most investors are agape at the move in crude oil, but it’s only the 12th best-performing commodity so far this year." — Chart of the Day
by Taipan Chart of the Day
Baltimore – (TFN): Commodities are entering the next stage of a bull market even as the U.S. appears to [...]

Loading ...
"With gold and platinum prices breaching record levels every other day now, especially in terms of the struggling South African currency, you would think that investing in South African miners would prove to be a winning formula. Yet many of the South African gold shares have all but sat [...]

Loading ...
"They were all taking it very seriously indeed – hanging on to the every word of every speaker and scribbling away in their notebooks. So what were the noteworthy remarks the Chinese were jotting down?" — Dominic Frisby
by Dominic Frisby
Baltimore and London – (TFN): I’ve just come back [...]

Loading ...
"Since 2006, base metals prices have gone into a sharp tailspin and corrected over 30% in the last 18 months. In 2007 alone, base metals declined over 20% even as other commodities were shooting to record highs. Why such a disconnect?" — Mike Burnick
by Mike Burnick, The Sovereign [...]

Loading ...
"I suppose it was inevitable that the great round number that is the $1,000 mark would be a point of resistance. So is this the end of the run?" — Dominic Frisby
by Dominic Frisby
Baltimore – (TFN): Both of the key precious metals have mounted a grand assault on [...]

Loading ...
"On February 25th, the price of top-quality spring wheat on the Minneapolis Grain Exchange surged more than 25% in one day. Spring wheat is now up more than fourfold and outpacing all commodities by a country mile." — Eric Roseman
by Eric Roseman
Baltimore – (TFN): Over the last 12 months, the [...]

Loading ...
"Gold investors are making money — lots of it. Platinum, tin and copper are all up. Gold and platinum futures hit record highs." — Christian DeHaemer
by Christian DeHaemer
Baltimore — (TFN): There’s bad news all over. There’s a new war brewing in South America. Israel and Palestinians are going at it again. The Nikkei 225 [...]

Loading ...
"I don’t mean to sound like a harbinger of doom, or perhaps I should say Grim Reaper, but the whole grains sector – whether it’s wheat, corn, soybeans, barley, whichever – has become worryingly reminiscent of uranium this time last year." — Dominic Frisby
by Dominic Frisby
Baltimore – (TFN): [...]

Loading ...
“With the advent of China as an emerging economic power, the demand for commodities has exploded. Everything from food to aluminum is going through the roof with no end in sight. China is expected to post double-digit growth for the next 20 years and that will mean an ever-increasing demand for commodities. Fortunes are being [...]

Loading ...
A Todays Financial News Special Report
"A tiny $3 gold miner sits on $3.7 billion in measured gold reserves… and China’s thirst for gold could propel its stock price up to $20 by December 19, 2008. Buy this Toronto-listed mining start-up now, before its full production capacity has come online."
by J. Christoph Amberger
Baltimore — (TFN): Speculators [...]

Loading ...
"The world population is growing and the amount of available farmland remains virtually unchanged. The end result is less farmland per person." — Andrew Mickey
by Andrew Mickey
Baltimore – (TFN): Sometimes it really is just that simple.
Why have agriculture stocks outperformed the overall market? Wheat, corn and soybean prices are all [...]

Loading ...
‘Who are going to be the next major producers of copper? Chile and other major producers are starting to decline. China just bought two major copper mining companies in Peru and have spent more than $2 billion on a copper project in Kazakhstan.’ – Andrew Mickey
Baltimore – (TFN): The following was taken from the transcript of [...]

Loading ...
"Overall it looks pretty bad. There is, however, an opportunity that’s just starting the next leg of what I like to call a ‘baby bull market.’" — Andrew Mickey
by Andrew Mickey
Baltimore – (TFN): It’s all starting to happen. We’ve entered the tumultuous period when the markets are up one day, down the next two, [...]

Loading ...
By Andrew Mickey Founder, Small-Cap Commodity Prospector
Baltimore — (TFN): Investing in copper has been a roller coaster ride for most investors. Part of this volatility was due to intense fluctuation on the speculative demand side: After all, half of all this commodity is consumed in the world is used in building construction. The rest [...]